Telkom Indonesia (TLKM IJ) - The Emperor of Data
A meeting with the management team of Telekomunikasi Indonesia (TLKM IJ) in Jakarta last week provided a high degree of comfort on the quality and...
429 Views
The Week That Was in ASEAN@Smartkarma -Thai Strategy, DBS Fallout, and Indonesia Credit.
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
393 Views
Indonesian Telecoms : The Recovery Continued in 1Q and We Expect It to Last.
Recent meetings in Indonesia left us optimistic that market repair, which began in 2H18, continues. In 2H18, XL Axiata (EXCL IJ) was seen as a...
504 Views
XL Axiata (EXCL IJ) - The Crown Prince of Data - On the Ground in J-Town
A conversation with the management of Xl Axiata (EXCL IJ) following news that the company has started putting up prices in earnest for its existing...
587 Views
XL Axiata Results Show a Strong Turnaround Underway in Indonesia
Xl Axiata's (EXCL IJ) 4Q18 results triggered a very strong rally last week that continues this week. The market has been very concerned about...
532 Views